Using Wills and Probate Records in Genealogy Research

Using wills and probate records for genealogy can lead to unexpected “inheritances” of your own: clues about relatives’ identities, wealth, personal belongings, and family relationships. Wills can reveal great family stories, too: researcher Margaret Linford entertains her mother with them during trips to the courthouse. Here’s how wills can help your family history—and Margaret’s tips for finding and using them.

Using Wills and Probate Records in Genealogy Research

“Where there’s a will, there’s a way” to find out more about your family’s history.

Wills are legal records created to direct the settlement of a person’s property and other final affairs after his or her death. Probate (or estate) records are created after an individual’s death as part of the legal distribution of the estate and payment of debts. You’ll often find wills as one of many kinds of the documents included in probate records.

Wills and other probate records are valuable research tools, but are frequently neglected as sources of genealogical information. People often focus strictly on birth, marriage, and death records when searching out their family histories. If you rely solely on those records, your research will encounter many brick walls in the early 1800’s. 

Probate records and land records were often the only official documents left behind to tell the stories of ancestors who lived prior to the legal requirement for the registry of births and deaths.

Wills of slaveholders can also be valuable tools in conducting African-American genealogical research. Before the Civil War, enslaved people were listed in wills because they were valuable property of slaveholders.

For instance, in the 1863 Smyth County property tax records, it is noted that Abijah Thomas owned 56 slaves, which were valued at $53,800. Some were given their freedom within wills, while others were transferred to other members of the family or sold. For instance, one of the first wills recorded in Smyth County is that of Hugh Cole.

Within his will, he says the following: “I bequeath to my beloved wife Martha Cole a negro girl named Amanda which she is to hold during her natural life.” The mention of an enslaved person in a will—along with any personal description of him or her—may be the only surviving document to mention that person by name.

Within another Smyth County will, recorded on February 20, 1835, a woman named Elizabeth Blessing left the following directive: “I will and desire that my negro woman Betty be free at my decease, and must see to her own support during her life, as I shall not make any provision for her out of any part of my estate.”

Information Found in Wills Varies

You can find just about anything in a will!

One organ, one compass, chain and plotting instruments, two chests, one hat rack, one music rack, one old United States map. These are some of the items found in the appraisement bill of the personal property belonging to the estate of Abijah Thomas, who lived in the well-known Octagon House in Marion, Virginia.

Here is a photo of that home, now in a dilapidated state, from a Wikipedia file image (click image for attribution.)

Octagon12 8 07

Also included in his personal property is a church bell. The story behind the bell is intriguing and illustrates the significance of the probate process.

Abijah Thomas utilized the bell at his foundry works in Marion, Virginia, to indicate shift changes. For decades, the oral history surrounding the bell indicated that he had donated it to the Wytheville Presbyterian Church before he died. The court documents reveal a different story.

court document regarding the church bell

Court document regarding the church bell

Since Abijah died intestate, the court appointed three men to appraise his personal property. During this process, the bell was valued at $75. It was sold on September 1, 1877, to the Presbyterian Church in the town of Wytheville, Virginia, as shown in the above list of items sold from his estate.

This document dispels the family myth surrounding the church bell. This is just one of many examples of the types of stories you find in probate records in courthouses all across the United States.

Genealogical Information May be Found in a Will or Probate Records

Wills and probate records can pass along unexpected genealogical wealth to you. You may find the following information in them: date of death (or approximate date of death), name of spouse, children, parents, siblings and their place of residence, adoption or guardianship of minor children, ancestor’s previous residence, occupation, land ownership, and household items.

Probate records also contain such interesting stories that they can even be read for entertainment!

Whenever I go on a research trip, I usually drag some poor, unsuspecting soul along with me. That person is usually my Mom. While she enjoys the scenery on our drive to different courthouses, she rarely enjoys the time spent at the courthouse.

Some of the research I do requires me to stay at the courthouse for several hours. That has posed a problem in the past since I haven’t known how to keep Mom occupied. But I have found the perfect solution. When we arrive at the courthouse, I find an old will book and let her start reading.

My mom enjoys reading the stories in these old—and sometimes tattered—books. One of her favorite stories came from a will in Henry County, Virginia. It is the will of Addie T. Thornton and reads as follows:

“I also give to my nephew Thomas T. Earles, fifty ($50) in cash to be deposited in some safe Banking Institution, on interest until he arrives at the age of twenty-one (21) years old and then the principal to be invested in a watch and I request that a monogram with both his and my name, one on inside and the other on outside of watch.

Obviously, Addie Thornton cared deeply for her nephew, Thomas, and wanted to make sure he remembered her for the rest of his life.

Here’s part of Addie’s will, followed by a closeup image of the lines about the watch:

Addie Thornton's will

Addie Thornton's will

Stories like these are so much more meaningful than just a date of birth, marriage or death. Wills can help us know who these people were, how they lived and what was important to them during their sojourn here on earth. We can learn of their struggles and their successes. We can tell what their lives were like by reading through the lists of household items included in the inventories that are recorded.

And with stories like Addie’s bequest of the watch, we can also learn about ancestors’ personalities and how they expressed (or occasionally withheld) love for others through the final disposition of their belongings.

How a Will is Created

Before beginning probate record research, it is important to be familiar with the probate process and legal terminology associated with these records. It is estimated that, prior to 1900, about half of the population either left a will or was mentioned in one. Those who died having left a will are said to have died “testate.” Those who died without leaving a valid will died “intestate.”

A typical, legally-recognized will contains certain critical elements. It should be in written form and it must have signatures of the person leaving the will (“testator”) and witnesses, who attest to the validity of the document. A codicil is a document created by the testator to amend the will.

Once the testator dies, the will is presented to the judicial authority by a family member or executor/executrix (person appointed by the testator to see that his/her wishes are carried out), accompanied by a written application or petition for probate.

These petitions include names and addresses of the closest living relatives. The court then admits the will to probate and sets a hearing, providing an opportunity for interested parties to contest the will. The will is then recorded and the executor is given the authority to settle the estate. During this process, an inventory of the estate is made.

Some wills contain detailed information, regarding the testator’s final wishes. At times, these requests will shed light on relationships that might not otherwise be discovered. This was the case for a will on file at my local courthouse. Due to the nature of the requests made by the testator, I have changed the last name of the family to Smith. This wife was, obviously, upset with her husband and the circumstances of their marriage, providing clear details of her grievances for future generations.

“Since my husband has never made me a part of his family and has completely cut me out of ever living in Chihowie, Virginia [the husband’s hometown], or never provided me with a home or paid any of my bills and has broken all marriage contracts that we agreed to—I hereby decree that I be buried in Round Hill Cemetery at Marion, Virginia, where I own a lot—that my body or anything I own or possess will never be taken into Chilhowie or the Smith household.

My husband has never taken me into his own home, and furthermore stated, backed up by his nephew and his wife, whom he turned everything over to shortly after our marriage—that I would never own or live on a foot of the Smith ground, even though I have tried to build or buy or remodel a home in Chilhowie, Virginia, at my own expense.

“I give all books and material things pertaining to books to the Smyth County Library, Marion, Virginia, as I am sure that my family would not want anything to fall into the hands of anyone who has mistreated me.

“My husband has kept our marriage strictly on a time clock basis since his nephew and his wife moved back to Smyth County, and under their influence he comes at 6:30 or 7:00 p.m. (whichever is convenient to them) or later, and leaves promptly in the morning by 8:00 or 8:30 a.m., never calling during the day or show[ing] any sign of caring. He changed completely after they returned to Chilhowie to break up the marriage. Therefore, if I am still his wife, or otherwise, see that my wishes are carried out and that my remains and possessions remain in Marion.”

Where to Find Wills and Probate Records

The best place to search for a will is at the courthouse where your ancestor lived, if you can reasonably go there yourself.

Since the probate process is a function of state governments, the laws governing the maintenance of these records and their location will vary by state and should be researched before making a trip to the courthouse.

For example, in Virginia, probate records are maintained within the Circuit Courts and independent cities. In Massachusetts, probate records are found in county Probate Courts.

A useful resource for figuring out how U.S. probate records are organized state-by-state is free on the Ancestry.com wiki: Red Book: American State, County and Town Sources. Scroll down to click on the name of the state in question. Then go to the right side and click on the probate records link for that state to read about these records.

Once you have determined where the wills for your state/county are housed, the next step in the research process is to locate the Index for Wills. Even–perhaps especially–if you are unsure of the date of death for one of your ancestors, you may want to look through the index of wills (an example is shown here). Even when no specific death record exists, you may be surprised to find probate records that reveal the date of death, a list of heirs and more.

There will, most likely, be several index books, organized by year spans. These books serve as a compass, pointing you to any available probate records that may include your ancestors. The index is divided by devisor (the person making the will) and devisee (any person who is named in the will, as the recipient of property).

The research process will be incomplete if you do not conduct a search for your ancestors among the list of devisees. Even if you fail to find their names among the devisors, they could have inherited property from someone else.

Probate records include more than just the will of an individual. You may find letters of administration, lists of heirs, inventories, bills of appraisement, guardianships and other documents related to the settlement of an estate. In some counties, all these documents are found in the same collection. Other counties maintain these records in separate collections. It is important to understand the manner in which probate records are organized for your particular county.

The probate research process should not be rushed. Valuable records may be overlooked when time dictates the quality of your research. For this reason, it is important that you set aside ample time to comb through the probate records. If you find yourself confused about abbreviations or the location of records within the courthouse, there is usually someone in the records vault who would be happy to assist you. Never be afraid (or embarrassed) to ask for help.

Smyth County, VA courthouse records

Fortunately for many of us who can’t easily get to every ancestor’s courthouse, there are some wills available online on genealogy websites, including two of the genealogy giants, FamilySearch and Ancestry.com.

For example:

  • Subscription website Ancestry.com has made it a priority to curate an enormous collection of wills and probate records from all 50 states. At last count, this collection has more than 170 million records—and they keep adding to it.
  • The free FamilySearch.org hosts millions of probate records from the U.S. and around the world (click here to browse their probate and court record collections). Many of these collections are marked “browse-only,” which means they are not yet searchable by name online. You just have to page through them. Click here for instructions on reading browse-only records on the site (it’s not that difficult—and did I mention they’re free?).

Additionally, libraries or genealogical societies in your ancestor’s hometown or county may have books with abstracts from local wills or other resources related to local probate record research.

General Index to Wills probate records genealogy research

General Index to Wills

Well Worth the Effort 

Finding the will of one of your ancestors is an amazing experience. Walking into the vault of a courthouse sometimes feels like walking into a time machine. As you read through the pages that tell of people who lived so long ago, you feel like for even just a small moment that you have gone back in time. You are sitting with them and hearing their stories whispered through the aging and brittle pages that have been left behind. They are all there just waiting to tell their stories. So take the opportunity to go to the courthouse and “meet” your ancestors through the one of the last—and perhaps one of the most revealing—documents they may ever have written: their wills.

Researching Wills and Probate Records: Your Next Steps

Take your genealogy research to the next level by planning a trip to a courthouse to retrieve records like wills and probate records. These articles and podcast episodes will help you get ready:

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

Margaret Linford
Margaret Linford is a professional genealogist who specializes in the Mid-South Region of United States research and has logged over 20,000 research hours. Born and raised in Virginia, she has enjoyed traveling the world, and now lives in her childhood hometown with her husband and children. She enjoys teaching her children about heritage, taking them along on research trips and serving as President of the Smyth County Genealogical Society.

Fire, Flood or Earthquake? 5 Tips for Researching Disasters in Your Family History

We have five strategies for researching disasters for family history. They come in response to a listener email about her own “disaster-prone family.” Use these tips to learn about natural or man-made disasters, epidemics, travel accidents, and more that affected your ancestors, and very possibly more about your ancestors role in these events.

View of Eastland taken from Fire Tug in river, showing the hull resting on it’s side on the river bottom. Wikimedia Commons image; click to view with full citation.

It might seem a little sad to search out disasters, epidemics, and accidents in the lives of your ancestors, but it certainly helps us see things in a different light. Genealogy Gems Editor Sunny Morton has shared recently how enthralling it has been for her to dig deeper into her ancestor’s experience of living through the Johnstown Flood. She used many of the tools I write about extensively in my book The Genealogist’s Google Toolbox (Google Books, Google Earth Pro, and even YouTube) to add an amazing amount of meat to the bones of the story.

I also recently received an inspiring letter from Natalie, a Genealogy Gems Premium Member about how researching disasters in her family history turned her into a passionate genealogist. Here’s what she said:

“Dear Lisa and Company,

I just subscribed to your Premium podcast and must say that listening to Premium Podcast episode 143 affirmed that I made an excellent decision!

I also had family members who were in the Johnstown Flood, since that’s where my family initially immigrated. My parents and I were born there and [I] have heard of stories of the Great Flood of 1889 since I can remember. There was a long-standing family story about my 2nd great-aunt, Julia Pfeiffer Rohr, being pulled out of the floodwaters by her hair.

Ironically or not, my ancestors relocated to Chicago a few years after the Johnstown Flood, only to have my maternal grandmother’s sister (who was a few months away from her 19th birthday) killed while aboard the Eastland [steamship in 1915]. Not sure why some families are ‘disaster prone’ through the generations, but ours seems to be one of those.

I learned about the Eastland Disaster as an adult when my mother’s half-sister in Chicago wrote and shared a family history with me. As a Twin Cities journalist, I published an article (click here and go to page 5) in one of the community newspapers about the disaster.

Still, at the time, I found next to nothing on the Eastland, which was both frustrating and puzzling. [Since then,] I’ve done a ton of research on the event and have written larger pieces, including a to-be published book. I didn’t intend to become an expert on a shipping disaster, but that’s what happened. Also, this marked my entrance into the amazing world of family history.”

5 Tips for Researching Disasters in Family History

Learn more about the disasters your own family experienced with these 5 tips that I shared with Natalie in the Genealogy Gems Premium Podcast episode 145. Although these tips are for researching the Eastland disaster specifically, you can absolutely put them to work for you!

1. Start with Google. The world’s leading search engine, Google.com can lead to rich resources you may never find in a local library or archive. In the case of the Eastland disaster, a Google search immediately brought up a website dedicated to the event. The casualty list had everyone’s name, age, gender, marital status, ethnicity, and the cemetery in which they were buried.

2. Next, we go to Google Books, where Google takes you deeper and more specifically into historical books. Using the Eastland disaster as our criteria, the first result was a published final report by the American Red Cross’ disaster relief committee on what happened, and how the affected families were helped. Several published histories of the disaster were also listed there. These can be purchased, or you can find copies of them through inter-library loan at your local library. If you just want to see which books in the search results can be read for free, click the Tools button under the search box, and a new menu bar will pop up. Click Any books, then choose Free Google eBooks, like so:

Watch my free video tutorial on finding free e-books on Google. This video is one in a series of tech tip videos available for free at my YouTube channel. Click the Subscribe button while you’re there and you will be notified each time a new genealogy video is published.

3. Keep checking back! New things come online every moment of every day. In 2015, historical video footage about the Eastland disaster was discovered and identified in an online archive (see my blog post about that). But of course it’s impossible to rerun the same searches every day looking for new and updated material. The answer: set up a Google Alert for your search query. That way Google will do the searching for you, and you will receive an email only when Google finds new and updated items that match your search terms. Read my article on How to Set-up Google Alerts for step by step instructions on how to set up your own Google Alerts. Then read How to get the Most out of your Google Alerts for Genealogy.

4. Search YouTube separately. YouTube has several video clips of the Eastland disaster. The Chicago Tribune has wrapped that historical video clip into a short video documentary that includes additional photos their researchers discovered. You’ll also find an animation from the Eastland Disaster Historical Society that recreates what happened and how. Read chapter 14 in my book The Genealogist’s Google Toolbox, Second Edition which is devoted to using YouTube for your genealogy research.

5. Explore Gendisasters.com. This site compiles information on all kinds of tragedies from the past: tornadoes, fires, floods, and buggy-related disasters are just a small sampling of what they cover. You can search by type of disaster, but if you’re not quite sure how it might be filed (like was it a drowning or a ship disaster?), then search by year or place. I looked for Eastland disaster first under ship disasters, and I saw that events are listed alphabetically by place, specifically by city in most cases. There isn’t a way to jump easily to “Chicago,” so I had to scroll through several pages, but I did find it under Chicago, IL Steamer Eastland Disaster, July 1915. Since I already knew the city and date, I could have gotten to it faster by searching under those tabs, but I sure saw just how many events are cataloged at Gendisasters.com. It’s amazing!

Avoid Disaster with the Right Tools

Google Drive and other tipsLastly, some of the disasters you are researching may have a website dedicated to it. The Eastland disaster webpage has several interesting pictures of the ship and the disaster itself. There’s a nice long narrative about the tragedy and some transcribed newspaper articles, as well.

Researching disasters for family history can be exciting and enjoyable. The world wide web is truly like a time machine. See what other ways you can use Google for genealogy in my book, The Genealogist’s Google Toolbox. Effective Google searches, Google Earth, Google Alerts, and Google Translate are just the tip of the iceberg! You will become a Google guru in no time.

40 Million New Genealogy Records To Help You Locate Your Family History

In December the genealogy records website Findmypast.com released new and exclusive historical records that highlight significant life events of the past.  According to the the company, more than 40 million new records are included.  Here are all the details from their press release:

LOS ANGELES (Dec. 17, 2012) – “The number of records released offers findmypast.com’s users a staggering amount of new data, ranging from exclusive United Kingdom records from as early as 1790 to modern-day vital records from the United States that will add new layers of information for researchers,” said D. Joshua Taylor, lead genealogist for findmypast.com, “Findmypast.com is constantly expanding our collections with thousands of new records being added each month. Moving into 2013, we look forward to increasing our record offerings to include rarer, more exclusive materials, in our dedication to provide the most comprehensive family history resource available.”

Many of the new records that can only be accessed through findmypast.com offer a unique glimpse into history. The Harold Gillies Plastic Surgery set, dating back to World War I, contains fascinating records of some of the world’s first restorative plastic surgery, while the White Star Line Officers’ Books include officer records from the Titanic.

Newly added employment and institutional records including the records of the Merchant Navy Seaman (aka the Merchant Marines) provide unique color to family history that can’t be created from just names and dates. Other record sets include probates and wills, such as the Cheshire Wills and Probates, which often offer crucial clues to link North American family trees back to the United Kingdom.

The full set of exclusive records recently released by findmypast.com includes:

United Kingdom Court & Probate

  • ·   Cheshire Wills and Probate
  • ·   Suffolk Beneficiary Index

United Kingdom Education & Work

  • ·   Cheshire Workhouse Records, Admissions and Discharges
  • ·   Cheshire Workhouse Records, Religious Creeds
  • ·   Derbyshire Workhouse Records
  • ·   Match Workers Strike
  • ·   White Star Line Officers’ Books

United Kingdom Military

  • ·   Army List, 1787
  • ·   Army List, 1798
  • ·   British Officers taken Prisoners of War, 1914-1918
  • ·   De Ruvigny’s Roll of Honor
  • ·   Grenadier Guards, 1656
  • ·   Harold Gillies Plastic Surgery – WWI
  • ·   Harts Army List, 1840
  • ·   Harts Army List, 1888
  • ·   Manchester Employee’s Roll of Honor, 1914-1916
  • ·   Merchant Navy Seamen (aka Merchant Marines)
  • ·   Napoleonic War Records, 1775-1817
  • ·   WWI Naval Casualties
  • ·   Paddington Rifles
  • ·   Prisoners of War, 1939-1945 British Navy & Air Force Officers
  • ·   Prisoners of War, 1939-1945 Officers of Empire serving in British Army
  • ·   Royal Hospital, Chelsea: documents of soldiers awarded deferred pensions, 1838-1896 (WO 131)
  • ·   Royal Hospital, Chelsea: pensioners’ discharge documents 1760-1887, (WO 121)
  • ·   Royal Hospital, Chelsea: pensioners’ discharge documents, foreign regiments, 1816-1817 (WO 122)
  • ·   Royal Hospital, Kilmainham: pensioners’ discharge documents, 1773-1822 (known as WO 119 at the National Archives)
  • ·   Royal Navy Officers Medal Roll, 1914-1920
  • ·   War Office: Imperial Yeomanry, soldiers’ documents, South African War, 1899-1902 (WO 128)
  • ·   WWII POWs – British held in German Territories

In addition to the exclusive records sets, this recent release includes additional records from the United States, Australia and Ireland. An update to the World War I Draft Cards collection provides registrations and actual signatures of more than 11 million young Americans from the beginning of the twentieth century.

Additional records released include:

United States Military

  • ·   Japanese-Americans Relocated during WWII
  • ·   Korean War Casualty File
  • ·   Korean War Deaths
  • ·   Korean War Prisoners of War
  • ·   Korean War Prisoners of War (Repatriated)
  • ·   U.S. Army Casualties, 1961-1981
  • ·   Vietnam Casualties Returned Alive
  • ·   Vietnam War Casualties
  • ·   Vietnam War Deaths
  • ·   WWI Draft Cards
  • ·   WWII Prisoners of War

Life Events

UNITED STATES:

  • ·   Kentucky Birth Records, 1911-2007
  • ·   Kentucky Death Records Index, 1911-1999
  • ·   Kentucky Marriage Records Index, 1973-1999
  • ·   Texas Divorce Records Index, 1968-2010
  • ·   Texas Marriage Records, 1968-2010

AUSTRALIA

  • ·   Northern Territory Anglican Baptisms and Confirmations, 1900-1947
  • ·   Northern Territory Anglican Burials, 1900-1968
  • ·   Northern Territory Anglican Marriages, 1902-1953

IRELAND

  • ·   Irish Catholic Church Directories, 1836-37

Census Land and Surveys

 AUSTRALIA

  • ·   Northern Territory Census, 1881-1921
  • ·   Northern Territory Electoral Rolls, 1895-1940 

Institutions & Organizations

AUSTRALIA

  • ·   Northern Territory Parliamentary Index, 1884-1890

Newspapers, Directories & Social History

AUSTRALIA

  • ·   Northern Territory Section of the Queensland Post Office Directory, 1920-1921

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